IVLU Institutional Ownership
iShares MSCI Intl Value Factor ETF
1W: -2.7%
1M: -3.9%
3M: -0.5%
YTD: +10.7%
1Y: +21.5%
3Y: +87.1%
5Y: +97.7%
$42.62
+0.33 (+0.78%)
Weekly Expected Move ±1.9%
$41
$42
$43
$43
$44
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — IVLU
413
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
42
New Positions
132
Increased
156
Reduced
35
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (434 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 18,638,395 | $794M | +451,689 | +2.5% | 24Q | SEC ↗ |
| 2 | FMR LLC | 6,983,481 | $298M | +799 | +0.0% | 24Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 4,821,998 | $206M | +345,342 | +7.7% | 22Q | SEC ↗ |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | 3,445,556 | $147M | -40,231 | -1.2% | 30Q | SEC ↗ |
| 5 | LPL Financial LLC | 2,910,318 | $124M | +975,069 | +50.4% | 30Q | SEC ↗ |
| 6 | Savvy Advisors, Inc. | 2,612,696 | $111M | +373,016 | +16.7% | 11Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,679,622 | $72M | +225,381 | +15.5% | 29Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 1,525,364 | $65M | -77,146 | -4.8% | 15Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 930,327 | $40M | +34,696 | +3.9% | 16Q | SEC ↗ |
| 10 | Focus Partners Wealth | 922,290 | $39M | -99,568 | -9.7% | 8Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 859,239 | $37M | +180,184 | +26.5% | 26Q | SEC ↗ |
| 12 | HUB Investment Partners, LLC | 840,516 | $36M | +56,703 | +7.2% | 22Q | SEC ↗ |
| 13 | Kathmere Capital Management, LLC | 834,075 | $36M | +21,320 | +2.6% | 27Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 801,125 | $34M | +19,262 | +2.5% | 4Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 777,057 | $33M | -5,102 | -0.7% | 32Q | SEC ↗ |
| 16 | CAPITAL ADVISORS INC/OK | 768,392 | $33M | +366,623 | +91.3% | 34Q | SEC ↗ |
| 17 | Alliance Wealth Advisors, LLC /UT | 712,335 | $30M | +120,409 | +20.3% | 4Q | SEC ↗ |
| 18 | Armbruster Capital Management, Inc. | 671,710 | $29M | -3,433 | -0.5% | 26Q | SEC ↗ |
| 19 | INVENIO WEALTH PARTNERS LLC | 582,803 | $25M | +3,456 | +0.6% | 5Q | SEC ↗ |
| 20 | VICTORY FINANCIAL GROUP, LLC | 569,773 | $24M | -56,241 | -9.0% | 4Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 543,954 | $23M | -376,293 | -40.9% | 7Q | SEC ↗ |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 542,683 | $23M | +27,099 | +5.3% | 13Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 531,449 | $23M | +171,059 | +47.5% | 7Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 471,456 | $20M | +62,094 | +15.2% | 34Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 468,820 | $20M | +215,046 | +84.7% | 10Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 455,066 | $19M | +68,703 | +17.8% | 19Q | SEC ↗ |
| 27 | PARK AVENUE SECURITIES LLC | 451,343 | $19M | +16,801 | +3.9% | 5Q | SEC ↗ |
| 28 | Erste Asset Management GmbH | 437,100 | $19M | +17,800 | +4.2% | 4Q | SEC ↗ |
| 29 | Integrated Wealth Concepts LLC | 419,033 | $18M | +4,441 | +1.1% | 19Q | SEC ↗ |
| 30 | US BANCORP \DE | 398,998 | $17M | +2,981 | +0.8% | 12Q | SEC ↗ |
| 31 | AdvisorShares Investments LLC | 395,843 | $17M | -9,073 | -2.2% | 3Q | SEC ↗ |
| 32 | UBS Group AG | 380,907 | $16M | -101,234 | -21.0% | 24Q | SEC ↗ |
| 33 | High Probability Advisors, LLC | 380,882 | $16M | +18,483 | +5.1% | 23Q | SEC ↗ |
| 34 | Ackerman Capital Advisors, LLC | 379,084 | $16M | -327 | -0.1% | 15Q | SEC ↗ |
| 35 | Meridian Financial Partners LLC | 368,005 | $16M | +13,453 | +3.8% | 5Q | SEC ↗ |
| 36 | Foster Group, Inc. | 366,991 | $16M | +199 | +0.1% | 21Q | SEC ↗ |
| 37 | OneDigital Investment Advisors LLC | 344,145 | $15M | -2,666 | -0.8% | 14Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 340,451 | $15M | +27,242 | +8.7% | 11Q | SEC ↗ |
| 39 | KWB Wealth | 336,260 | $14M | -240,497 | -41.7% | 8Q | SEC ↗ |
| 40 | Ashton Thomas Private Wealth, LLC | 317,809 | $14M | +7,539 | +2.4% | 7Q | SEC ↗ |
| 41 | Plancorp, LLC | 316,704 | $13M | -1,733 | -0.5% | 17Q | SEC ↗ |
| 42 | Freedom Investment Management, Inc. | 310,737 | $13M | -14,769 | -4.5% | 11Q | SEC ↗ |
| 43 | Heck Capital Advisors, LLC | 309,474 | $13M | -58,857 | -16.0% | 18Q | SEC ↗ |
| 44 | TITLEIST ASSET MANAGEMENT, LLC | 307,919 | $13M | +13,313 | +4.5% | 4Q | SEC ↗ |
| 45 | Pioneer Family Office, LLC | 297,820 | $13M | -2,965 | -1.0% | 2Q | SEC ↗ |
| 46 | COMMONWEALTH EQUITY SERVICES, LLC | 297,764 | $13M | +26,449 | +9.7% | 24Q | SEC ↗ |
| 47 | One Wealth Advisors, LLC | 285,593 | $12M | -5,842 | -2.0% | 21Q | SEC ↗ |
| 48 | Farrow Financial, Inc. | 281,766 | $12M | +479 | +0.2% | 11Q | SEC ↗ |
| 49 | ATLAS CAPITAL ADVISORS INC. | 268,797 | $11M | -1,590 | -0.6% | 3Q | SEC ↗ |
| 50 | Kestra Advisory Services, LLC | 260,398 | $11M | +73,159 | +39.1% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 79,553 | $3M |
| Guardian Asset Advisors, LLC | 40,354 | $2M |
| Ameritas Advisory Services, LLC | 22,487 | $958K |
| CALTON & ASSOCIATES, INC. | 17,419 | $742K |
| Strategic Financial Concepts, LLC | 16,536 | $705K |
| Wealthspire Advisors, LLC | 13,006 | $554K |
| Rathbones Group PLC | 10,068 | $429K |
| Avion Wealth | 10,063 | $429K |
| Orcam Financial Group | 9,843 | $420K |
| Trilogy Capital Inc. | 7,094 | $302K |
| Platform Wealth Management, LLC | 6,807 | $290K |
| BROWN ADVISORY INC | 6,635 | $283K |
| NewEdge Wealth, LLC | 6,493 | $277K |
| Brookstone Capital Management | 5,686 | $242K |
| STUDIO INVESTMENT MANAGEMENT LLC | 5,364 | $229K |
| Lido Advisors, LLC | 5,101 | $217K |
| FLORIDA FINANCIAL ADVISORS, LLC | 4,977 | $212K |
| GUIDANCE CAPITAL, INC | 4,853 | $207K |
| MOSAIC FINANCIAL GROUP, LLC | 4,787 | $204K |
| Bruce G. Allen Investments, LLC | 4,332 | $185K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Baer Investment Advisory LLC | 626,014 | $27M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 118,569 | $5M |
| Phoenix Financial Ltd. | 118,249 | $5M |
| MONEY CONCEPTS CAPITAL CORP | 102,189 | $4M |
| COMMONS CAPITAL, LLC | 96,104 | $4M |
| Synergy Asset Management, LLC | 62,082 | $3M |
| Kingsview Wealth Management, LLC | 57,140 | $2M |
| Stratos Wealth Partners, LTD. | 49,776 | $2M |
| Quadrature Capital Ltd | 44,179 | $2M |
| Ascentis Independent Advisors | 42,307 | $2M |
| Keel Point, LLC | 37,636 | $2M |
| TWO SIGMA SECURITIES, LLC | 17,874 | $762K |
| Meridian Wealth Management, LLC | 15,157 | $646K |
| Y-Intercept (Hong Kong) Ltd | 13,818 | $589K |
| D. E. Shaw & Co., Inc. | 13,581 | $579K |
| XTX Topco Ltd | 10,953 | $467K |
| PERSONAL CFO SOLUTIONS, LLC | 8,995 | $383K |
| Boston Partners | 8,455 | $360K |
| RCS Financial Planning, LLC | 7,857 | $335K |
| GTS SECURITIES LLC | 7,684 | $327K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +975,069 | +50.4% | 2,910,318 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +451,689 | +2.5% | 18,638,395 |
| Savvy Advisors, Inc. | +373,016 | +16.7% | 2,612,696 |
| CAPITAL ADVISORS INC/OK | +366,623 | +91.3% | 768,392 |
| JPMORGAN CHASE & CO | +345,342 | +7.7% | 4,821,998 |
| MORGAN STANLEY | +225,381 | +15.5% | 1,679,622 |
| Cetera Investment Advisers | +215,046 | +84.7% | 468,820 |
| OSAIC HOLDINGS, INC. | +180,184 | +26.5% | 859,239 |
| RAYMOND JAMES FINANCIAL INC | +171,059 | +47.5% | 531,449 |
| Arax Advisory Partners | +131,040 | +21482.0% | 131,650 |
| Alliance Wealth Advisors, LLC /UT | +120,409 | +20.3% | 712,335 |
| Kestra Advisory Services, LLC | +73,159 | +39.1% | 260,398 |
| MML INVESTORS SERVICES, LLC | +68,703 | +17.8% | 455,066 |
| ROYAL BANK OF CANADA | +62,094 | +15.2% | 471,456 |
| HighTower Advisors, LLC | +58,208 | +30.2% | 250,834 |
| HUB Investment Partners, LLC | +56,703 | +7.2% | 840,516 |
| AMERIPRISE FINANCIAL INC | +34,696 | +3.9% | 930,327 |
| Vise Technologies, Inc. | +33,454 | +45.0% | 107,822 |
| USAdvisors Wealth Management, LLC | +30,907 | +392.1% | 38,790 |
| GOLDMAN SACHS GROUP INC | +30,265 | +13.5% | 255,212 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | -490,389 | -72.7% | 184,125 |
| JANE STREET GROUP, LLC | -376,293 | -40.9% | 543,954 |
| FLOW TRADERS U.S. LLC | -276,057 | -93.9% | 17,896 |
| KWB Wealth | -240,497 | -41.7% | 336,260 |
| Cobblestone Asset Management LLC | -133,363 | -63.6% | 76,445 |
| UBS Group AG | -101,234 | -21.0% | 380,907 |
| Focus Partners Wealth | -99,568 | -9.7% | 922,290 |
| BANK OF AMERICA CORP /DE | -77,146 | -4.8% | 1,525,364 |
| STIFEL FINANCIAL CORP | -76,843 | -37.7% | 126,947 |
| Heck Capital Advisors, LLC | -58,857 | -16.0% | 309,474 |
| NewEdge Advisors, LLC | -56,504 | -26.3% | 158,425 |
| VICTORY FINANCIAL GROUP, LLC | -56,241 | -9.0% | 569,773 |
| Redhawk Wealth Advisors, Inc. | -51,348 | -87.7% | 7,203 |
| SAXON INTERESTS, INC. | -49,820 | -46.5% | 57,287 |
| MERCER GLOBAL ADVISORS INC /ADV | -40,231 | -1.2% | 3,445,556 |
| BlackRock, Inc. | -27,308 | -31.5% | 59,289 |
| IRONWOOD WEALTH MANAGEMENT, INC. | -25,980 | -10.1% | 230,521 |
| Kovack Advisors, Inc. | -23,459 | -64.3% | 13,021 |
| Per Stirling Capital Management, LL | -22,032 | -8.2% | 245,583 |
| Bell Investment Advisors, Inc | -20,540 | -22.9% | 68,994 |